Advisors at this firm
Michael H
Series 63, Series 65
Mahtomedi, MN
YES Wealth Management
Michael Heflin is a financial advisor with YES Wealth Management in Minnetonka, MN, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at BMO Capital Markets Corp., GMB Capital Partners, and S Capital Wealth Advisors. Outside of his advisory role, Heflin is the founder and CEO of Class Action Connection, a firm that assists individuals and businesses in recovering compensation from class action settlements. YES Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm’s investment approach emphasizes fundamental analysis, risk-managed asset allocation, and long-term portfolio management, with capabilities including the use of derivatives and 3(38) discretionary retirement plan services.
James H
Series 65
Mahtomedi, MN
YES Wealth Management
James Heflin is a financial advisor at YES Wealth Management in Mahtomedi, MN, holding a Series 65 credential with 10 years of industry experience. He has been with S Capital Wealth Advisors, LLC since 2016. YES Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm’s investment approach emphasizes fundamental analysis and risk-managed asset allocation, utilizing ETFs, low-cost mutual funds, individual securities, and tailored financial planning.
Robert S
Series 63, Series 66
Mahtomedi, MN
YES Wealth Management
Robert Schneeweis is a financial advisor at YES Wealth Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at S Capital Wealth Advisors, LLC and S Capital Management, LLC since 2013. In addition to his advisory role, he is an owner and insurance agent involved in insurance product sales and services. YES Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm’s investment approach emphasizes fundamental analysis, risk-managed asset allocation, and incorporates the use of ETFs, low-cost mutual funds, individual stocks, bonds, and tailored financial planning.
